Wealth Manager - HNI Clients - Banking

Exp : 5 + Years

- Responsible for portfolio management of mapped HNI clients.

- Financial Planning and Investment Advisory to clients through careful analysis and identification of customer needs and accordingly proposing appropriate products.

- Maintaining long-term relationships with existing/new clients for increasing the business of the company.

- Conducting investor awareness programmes and on-boarding HNIs and other clients.

- Will be responsible for Mutual fund, NPS, PMS Term Insurance Sales through Channel Partners (Nationalized Banks) and personal references,

- Relationship Management with Banks for a continuous revenue pipeline, Will also take care Insurance Sales

- Full time Graduate/MBA with 2+ Years relevant exp in selling of financial products such as Mutual Funds, Equity & Debt Markets.

- Must have significant investment book.

- Must have Good Communication